Sterling Investment Advisors (Pennsylvania)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$15K	–	274
2022 Q2	$15K	Hold	200	–	–	0.01%	356
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	385
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	383
2021 Q3	$17K	Hold	200	–	–	0.01%	379
2021 Q2	$18K	Hold	200	–	–	0.01%	366
2021 Q1	$17K	Hold	200	–	–	0.01%	359
2020 Q4	$17K	Hold	200	–	–	0.01%	320
2020 Q3	$17K	Sell	200 -200	-50%	-$16.8K	0.01%	310
2020 Q2	$32K	Hold	400	–	–	0.01%	257
2020 Q1	$30K	Hold	400	–	–	0.02%	232
2019 Q4	$35K	Sell	400 -42	-10%	-$3.65K	0.02%	244
2019 Q3	$39K	Hold	442	–	–	0.02%	230
2019 Q2	$39K	Buy	442 +42	+11%	+$3.63K	0.02%	230
2019 Q1	$35K	Hold	400	–	–	0.02%	243
2018 Q4	$32K	Hold	400	–	–	0.02%	239
2018 Q3	$35K	Hold	400	–	–	0.02%	261
2018 Q2	$34K	Hold	400	–	–	0.02%	241
2018 Q1	$34K	Hold	400	–	–	0.02%	236
2017 Q4	$35K	Hold	400	–	–	0.02%	218
2017 Q3	$36K	Hold	400	–	–	0.02%	209
2017 Q2	$35K	Hold	400	–	–	0.02%	203
2017 Q1	$35K	Hold	400	–	–	0.03%	195
2016 Q4	$35K	Buy	+400	New	+$34.4K	0.03%	175

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HYG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 200 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HYG in Q4 2016 and held it in 23 quarters. The position peaked at $39K in Q3 2019. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $15K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $39K in Q3 2019.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.